How we work

Five steps from the first call to a system that runs.

An engagement with Advi Systems follows the same path every time, so you always know what happens next and what it costs.

Start with a free call

The process

What happens, step by step.

  1. 01

    Free strategy call

    30 minutes. We look at your current lead sources, where revenue leaks, and whether we're a fit. No obligation.

    • You tell us about your business, customers, and goals.
    • We ask about current lead sources, website, reviews, and follow-up.
    • You get an honest answer, including when we're not the right partner.
  2. 02

    Audit & proposal

    We research your market and send a written proposal: scope, targets, fixed monthly fee, and every pass-through cost.

    • Market, competitor, and website review.
    • Recommended services, and which ones you don't need.
    • Fixed monthly fee, minimum term, and itemised pass-through costs, all in writing.
  3. 03

    Onboarding

    Accounts, access, and tracking set up in your name. Your team gets a short training on the tools.

    • Ad accounts, domain, and profiles set up or connected in your name.
    • Pipeline and Advi AI configured.
    • Training for the people who'll use the tools.
  4. 04

    Launch & optimise

    Campaigns go live, leads flow into your pipeline, and we improve every week.

    • Weekly optimisation of campaigns and follow-up.
    • Fast handover of every qualified lead.
    • Direct line to the team for questions.
  5. 05

    Review

    Monthly reports, quarterly strategy reviews, and an annual plan, measured in leads and revenue, not just clicks.

    • Monthly: numbers and what changed.
    • Quarterly: strategy against agreed goals.
    • Annually: plan and budget for the year ahead.

Principles

How we keep the relationship fair.

Everything in writing

Scope, fixed monthly fee, minimum term, notice period, and pass-through costs are in the proposal you sign. Nothing is added later without your written approval.

Your accounts, your data

Ad accounts, domain, profiles, and customer data are set up in your name from day one.

Honest reporting

We report leads, cost per lead, and pipeline results, including what didn't work and what we changed.

One contact

You talk to the people doing the work, not a rotating account manager.

Free strategy call

Ready for step one?

The strategy call is free and without obligation. You'll leave with a clearer picture of where your leads leak, whether or not you work with us.

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